Hailing from a line of entrepreneurs, having the opportunity to directly guide and help business owners, or those in or near retirement has always been more of a passion than just analytics for Evan. He takes the time to genuinely understand what is truly important to his clients in terms of vision, values, and goals. Evan enjoys finding creative solutions to help business owners build wealth, minimize tax, retain what they have built, and leave a legacy for their families. For his clients in or near retirement, creating a desired income stream by triggering assets and benefits in the most efficient manner is emphasized. Evan genuinely cares about his clients and enjoys the opportunity to problem solve for them.
Education, Skills, Experience
- Dual charter holder: Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM)
- Unique understanding of how to maximize the interlink between tax planning and investment strategies
- Nearly 2 decades of experience and track record of success in every financial climate, including financial crisis and two recessions